If this is your first visit, be sure to check out the FAQ by clicking the link above.
You may have to register before you can post: click the register link above to proceed.
To start viewing messages, select the forum that you want to visit from the selection below.

I really dont understand what is driving this coy up but then Why should I complain!

I did not in my wildest dream hope o see this at N95 this soon...as this is one of the stocks in my retirement porfolio..

Anyway am Enjoying the ride up!

Quote:

Originally Posted by bivins1

Oga Driver Overload, e get any stock wen you no get for your portfolio ?
I dobale for you . Let your enemies live long to see what you will become in future .

Quote:

Originally Posted by Salida

No worry Sir Overload.Let's enjoy the ride. Remember when it was selling for under N18 like between 2008 and 2009?
You dey see the impact of Lakatabu and the new Electric power efficiency in the company.

For me, the main balanced scorecard for this present Executive arm of Govt is their ability to deliver improved generation and transmission capacity in the power sector. If this is achieved, people go see the impact!

Quote:

Originally Posted by knightofdelta

Hold on tight. We have some way to go. You can also inform your "Chairman".

Quote:

Originally Posted by overload

what is happening here?

17M units already transacted on today.. who is cashing out so soon?

Sir Overload, I thought it was you and the Chairman that were either taking more stakes or divesting. Maybe we should ask Sir KOD then.

__________________The cheapest stock in an overvalued market may still be overvalued

__________________
“The market can remain irrational longer than you can remain solvent.” - John Maynard Keynes
"The one absolute requirement of a money manager is emotional maturity. If you don’t know who you are, the stock market is an expensive place to find out." - Adam Smith

__________________
“The market can remain irrational longer than you can remain solvent.” - John Maynard Keynes
"The one absolute requirement of a money manager is emotional maturity. If you don’t know who you are, the stock market is an expensive place to find out." - Adam Smith

I think myself and salida have discussed this a few months back. They have some tax holiday or something of the sort.

Projected pe is now 11 , ROE is 33% , very nice. However, revenue grew a meagre 6%, cost of sales flat, but admin expenses gone up. In fact, take way the tax break and you see roughly maybe 15% improvement in PAT.

This is still good though, but compare them to Dangote Cement where revenue is growing in excess of 50%, while cost of sales is even going down, the CORE busienss is doing well. Which would you pick?

I think myself and salida have discussed this a few months back. They have some tax holiday or something of the sort.

Projected pe is now 11 , ROE is 33% , very nice. However, revenue grew a meagre 6%, cost of sales flat, but admin expenses gone up. In fact, take way the tax break and you see roughly maybe 15% improvement in PAT.

This is still good though, but compare them to Dangote Cement where revenue is growing in excess of 50%, while cost of sales is even going down, the CORE busienss is doing well. Which would you pick?

Methinks DANGCEM

Never really been a fan of Dangote cement!

i value corporate governance when picking my stocks and as such Lafarge would always come before Dangcem in the cement sector for a long term bet!

__________________
“The market can remain irrational longer than you can remain solvent.” - John Maynard Keynes
"The one absolute requirement of a money manager is emotional maturity. If you don’t know who you are, the stock market is an expensive place to find out." - Adam Smith